CAPTRUST Financial Advisors
EQL icon

CAPTRUST Financial Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EQL Stock Details EQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,024
Closed -$94K – 2651
2022
Q2 		$94K Buy
+3,024
New +$102K ﹤0.01% 2239

Other funds holding EQL

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors's EQL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2022, closing a stake of 3,024 shares — an estimated $94K sold.

CAPTRUST Financial Advisors first reported a position in EQL in Q2 2022 and held it in 1 quarter. The position peaked at $94K in Q2 2022. 36 funds tracked by Wall St. Rank hold EQL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,024 ALPS Equal Sector Weight ETF shares in Q3 2022, an estimated $94K.
  • CAPTRUST Financial Advisors first reported a position in ALPS Equal Sector Weight ETF in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's ALPS Equal Sector Weight ETF position peaked at $94K in Q2 2022.
  • 36 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.